Branch Office Administrator

Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately‑owned, placing the focus on our clients rather than shareholder returns.

Behind everything we do is our purpose:
We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.

People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.

Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.

As a Branch Office Administrator, you’ll provide seamless support to financial advisors and their clients, helping to manage client accounts, facilitate communication, and ensure a positive client experience. This role offers a dynamic environment and growth opportunities.

• Comprehensive 6‑month training with a peer mentor
• A wide support network from your branch to the region and home office
• Independent work backed by a team of thousands

• Deliver exceptional personalized service so clients feel understood and informed
• Take an active role in the annual business planning process, assisting in strategy development for the upcoming year
• Listen actively for situations that may indicate a need for additional services
• Drive marketing activities such as planning and executing events

• Analytical Thinking
• Attention to Detail
• Adaptability
• Conversational Skills
• Digital Tool Utilization
• Team Collaboration

• Client Service:
  Provide exceptional service via inbound/outbound calls, email, and in‑person interactions; respond to inquiries, resolve issues, and build strong relationships with clients, referrals, and support team members.
• Account Management:
  Learn and understand the financial services industry; handle account opening, transfers, and other requests under the advisor’s direction; process transactions, prepare documentation, and maintain accurate client records.
• Administrative & Operational Support:
  Work independently at the advisor’s direction; schedule appointments, prepare client meeting materials, manage correspondence, support marketing initiatives, streamline processes, and update SOPs.
• Technology:
  Demonstrate strong computer literacy and a willingness to learn new technology and programs such as Money Guide, Salesforce, Microsoft Office, and other firm‑provided software.

• A culture of continuous improvement and professional development
• An inclusive environment where diverse viewpoints are valued
• Rewards program that promotes a long‑term career and financial security for you and your family
• Full‑time Associate benefits including compensation packages with bonus potential, profit sharing, a 401(k) (U.S.) or Group RRSP (Canada), comprehensive health benefits, paid time off (vacation, sick, holidays, personal days)

• Human‑centered approach with discretionary and variable compensation based on branch and firm profitability and individual performance.
• Proposed range listed is a subset of total pay; merit‑based salary increases are available as you progress in the BOA role.